- Truist (Dallas, TX)
- …mass affluent clients. 7. Ensures compliance with internal controls, operational procedures and risk management policies. Responsible for ensuring that ... Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist , Certified Trust and Financial Advisor, Chartered Life Underwriter or… more
- Bank of America (Plano, TX)
- …+ Design data governance policies, including data quality, data security, and compliance standards + Design and implement reporting strategy for meeting ... operational , business and regulatory requirements using ServiceNow, data warehouses and reporting platforms Data Modeling: + Design logical and physical data models… more